MAI Capital Management - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 287 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 27.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$539,670
-12.8%
5,656
-10.4%
0.01%
-11.1%
Q2 2023$619,094
+1.9%
6,314
+0.5%
0.01%
-10.0%
Q1 2023$607,741
+1.8%
6,2820.0%0.01%0.0%
Q4 2022$596,873
+21.1%
6,282
+12.8%
0.01%
+11.1%
Q3 2022$493,000
-6.3%
5,5670.0%0.01%
-10.0%
Q2 2022$526,000
+1.3%
5,567
+12.5%
0.01%
+11.1%
Q1 2022$519,000
-3.2%
4,9480.0%0.01%0.0%
Q4 2021$536,000
+57.6%
4,948
+49.7%
0.01%
+28.6%
Q3 2021$340,0003,3050.01%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,771,701$174,796,00034.12%
ASPIRIANT, LLC 2,581,179$254,637,00016.27%
Lenox Wealth Advisors, LLC 906,307$89,416,00012.26%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 185,071$18,259,0009.93%
SEARCY FINANCIAL SERVICES INC /ADV 139,056$13,719,0008.69%
PALLADIEM, LLC 83,405$8,229,0007.18%
Wealthsimple US, Ltd. 104,920$10,351,0006.13%
IRON Financial LLC 97,185$9,588,0005.06%
HARVEST GROUP WEALTH MANAGEMENT, LLC 72,550$7,394,0004.64%
John W. Brooker & Co., CPAs 70,908$6,996,0004.35%
View complete list of ISHARES INC shareholders